Lucas Mainiero is a Series 66-licensed financial advisor with Raymond James Financial, based in Branford, CT, with 12 years of industry experience. He has worked at various Raymond James entities since 2017. Outside of his advisory role, he is the CEO of Shoreline Financial LLC, a support company he manages as sole proprietor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consultative services using analytical tools and supports a wide advisor network with specialized municipal and public-finance capabilities.

Theodore Koppy is a financial advisor at Mass Mutual Investors Services with 13 years of industry experience. He holds the Series 66 designation and has worked at MassMutual Life Insurance Co. and MML Investors Services, LLC since 2023. Prior to this, he held positions at WVIT-TV, Daniel Guerra, and Waddell & Reed, Inc. Additionally, he is involved in outside insurance sales as an insurance broker focusing on life, disability, long-term care, fixed annuities, and health insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software to develop written recommendations tailored to client goals.

Michael Mendillo Jr. is a CFP® professional with 12 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked for Commonwealth Financial Network and Lobo & Pascale Wealth Management, LLC for 11 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide advisor network with specialized municipal and retirement plan advisory services.

Laura Palumbo is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses. She has 42 years of industry experience and has been with Cetera and its affiliates since 2013. Outside of her advisory work, she is also an artist who paints and distributes her work through local stores. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that allows advisors to tailor investment strategies using affiliated and third-party managers.

Brett Dolan is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America Inc., National Planning Corporation, and Osaic FS, Inc. Outside of advising, he serves as a trustee and executor for family trusts and estates, and also works as an insurance agent providing insurance-related advice and products. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and programs, and is notable for its scale, complex affiliate structure, and recent consolidation activity.

Sherry Olson Lusardi is a financial advisor at UBS Financial Services with 41 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with UBS since 2003. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor plans and portfolio management to clients’ goals and risk tolerances.

Eleanor Barnes is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 credential and has been with Morgan Stanley and its affiliated private bank since 2014 and 2015, respectively. Eleanor serves as a board member for both the Trustees for Receiving Donations for the Support of the Bishop in Wallingford, Connecticut, and St. John's Episcopal Church in West Hartford, Connecticut, where she participates in church programs and budget decisions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory services to individuals and institutional clients. The firm provides tailored financial planning supported by firm-approved tools and a structured discovery process, managing approximately $2.74 trillion in client assets.

Michelle Norbeau is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes positions at Citizens Bank and Citizens Securities, Inc. before joining J.P. Morgan in 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and offers broader derivatives and commodities capabilities.

Kimberly Chorney is a CFP® professional with 29 years of industry experience, currently serving as an advisor at LPL Financial since 2000. Based in Madison, CT, she holds Series 63 and Series 65 licenses and dedicates a small portion of her time to writing term and permanent insurance for Transamerica. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, leveraging both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Jeffrey Meotti is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including work at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in trust business management and accounting activities in Old Saybrook, CT. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Curtis Meyer is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and three years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2022. Prior to his finance career, Curtis worked at Deep River Elementary School for seven years. He also engages in outside insurance sales specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Diego Montoya is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Metlife Securities Inc. In addition to his advisory role, he is also engaged in life, disability, long-term care, health, and fixed annuities insurance sales. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by advanced analytical tools and also conducts educational seminars.

Stacey Sankow is a financial advisor at LPL Financial with five years of industry experience. She holds the Series 65 and Series 63 credentials and has previously worked at Ameriprise, MacKinstry Financial & Investments LLC, and YellowBrickRoad Financial Advisors. Prior to her financial services career, she was involved with Sankows Beaver Brook Farm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by advanced advisor tools and a large network of over 22,900 advisors.

Ashley Humphreys is a financial advisor with Ameriprise in Old Lyme, CT, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Joshua Penfield is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he held positions at Girard Motors, Vista Lounge At Wombie Rock, and Brustolon Buick GMC Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Maria Coffey is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has been with Edward Jones Investments since 2024. Prior to joining Edward Jones, she had ten years of experience in an unspecified role. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory and investment strategies supported by a large nationwide network of financial advisors and branch offices. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Gregory Caturano is a financial advisor with Mass Mutual Investors Services holding CFP® and Series 66 credentials and has four years of industry experience. His prior roles include work at The Stand and MassMutual Life Insurance Co. He is also an independent insurance agent involved in sales and service of life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative, annual planning engagements using firm-approved analytical tools, with implementation of recommendations handled through separate brokerage or insurance arrangements.

David Murphy is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Boston Private Wealth LLC, TD Private Client Wealth LLC, and TD Bank, N.A. Outside of his advisory role, he serves as an ice hockey referee and is a board member of the Memorial Day Flowers Foundation, which honors fallen veterans. OSAIC serves a broad range of clients including retail investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a multi-advisor platform with a model-based investment process that incorporates portfolio optimization and risk-tolerance assessments, offering both brokerage and advisory services across various account programs.

Wayne Staschke is a financial advisor with LPL Financial in Guilford, CT, holding the CFP® and Series 63 designations with 43 years of industry experience. He previously worked at Royal Alliance Associates, Inc. and Guilford Financial Group, Inc. He is also an insurance agent offering fixed and life insurance products alongside his advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by both proprietary research and third-party strategies.

Brett Cavalieri is a financial advisor with Morgan Stanley in Madison, CT, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery conversations and firm-approved tools but does not include individual security recommendations as part of standalone plans.